Configuration Features


Customizing collaboration in campaigns app can make various customization like “Show or Hide” and collaboration security. Your association dashboard includes:

  • News Feed
  • Calendar
  • Followups
  • Tasks
  • Call Logs
  • Email
  • Notes
  • Documents

Access Privileges

Set privileges are used for providing access to the users who are reputed to access the collaboration view in Campaigns App. The users who have privilege for this access, can use the collaboration feature found in overview page of Campaigns app. Examples of various privileges include ability to view, manage or you can create your own access privilege to the user.


Tags in Campaigns are nothing but labels with one or two words which is used to organize the data in a personalized way. It allows to group records from various category by a common use, which facilitates finding or searching information. It includes:

  • App Tag
  • Global Tag

Email Quota

Here you can view the set email quota for your account. You can track the availability of the current, purchased and used emails.

Email Templates

Email templates allow you to setup pre-defined messages. These are customized email messages that you can send to campaigns. It contains an email subject and body text but, this body text can contain information from the campaign.

Email Themes

The email themes are used to attract the people with different styles & background which is categorized into two forms Standard & Customized. It allows you to make changes to the standard template and convert it into a customized one.

Customize App

Customizing the Campaigns App allows you to custom it as per your business requirements.

  • App Naming
    This allows you to rename the app according to your business need, which can be used for easy identification through the UI navigation.
  • Master Layout
    This supports you to add more custom fields that are not provided in the creation page, based on your business. Also, you can secure your custom fields, rename an attribute etc..
  • List Layout
    Customizing the List Layout, you can easily access your preferred section quickly to save your custom views. This allows you to view the preferred fields in table format.
  • Views
    Views are the filters that are easily accessible in the left navigation menu. Views can be configured and set as per your necessity in the left side navigation of the campaigns dashboard.


Under security, you can create privilege and provide access to the users who are reputed to have access to the particular actions.